SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,505
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.92M
3
+$9.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.19M

Top Sells

1
+$53.5M
2
+$35.7M
3
+$25.5M
4
OPPX
Corbett Road Tactical Opportunity ETF
OPPX
+$19.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$13.6M

Sector Composition

1 Technology 14.35%
2 Consumer Discretionary 5.17%
3 Financials 5.05%
4 Industrials 4.31%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$81.8K ﹤0.01%
2,013
+1
1052
$81.6K ﹤0.01%
+1,188
1053
$81.1K ﹤0.01%
9,178
1054
$81K ﹤0.01%
1,955
-10
1055
$80.6K ﹤0.01%
4,322
-2,754
1056
$80.5K ﹤0.01%
6,009
+9
1057
$80.4K ﹤0.01%
6,356
1058
$80.2K ﹤0.01%
983
-69
1059
$80K ﹤0.01%
7,000
1060
$79.3K ﹤0.01%
205
+7
1061
$79K ﹤0.01%
3,655
-60
1062
$79K ﹤0.01%
1,600
+750
1063
$77.6K ﹤0.01%
1,887
-102
1064
$77.4K ﹤0.01%
2,417
1065
$77.3K ﹤0.01%
1,144
-13
1066
$77.3K ﹤0.01%
1,008
+74
1067
$76.8K ﹤0.01%
2,065
1068
$76.7K ﹤0.01%
1,000
1069
$76.7K ﹤0.01%
2,923
1070
$76.5K ﹤0.01%
4,899
-39
1071
$75.6K ﹤0.01%
1,470
+5
1072
$75.5K ﹤0.01%
+925
1073
$75.3K ﹤0.01%
917
-64
1074
$75.3K ﹤0.01%
881
1075
$75K ﹤0.01%
6,575
-1,219
41 42
43
44 45